Archive - Wall St Gunslinger

December '24 Stock Pick

Looking for a runway

Dec 8, 2024 •

Michael Kandolin

November 2024

Subscriber Update

I have published a new stock pick every month thus far in 2024.

Nov 29, 2024 •

Michael Kandolin

November '24 Stock Pick

Averaging up after continued execution

Nov 3, 2024 •

Michael Kandolin

October 2024

October '24 Stock Pick

Long runway for capital deployment at attractive rates in a high barrier to entry industry

Oct 6, 2024 •

Michael Kandolin

September 2024

September '24 Stock Pick

A simple business in a not so easy industry averaging >20% ROCE, with no debt, a shrinking share count, and trades for ~10x Pre-Tax. What else do you…

Sep 1, 2024 •

Michael Kandolin

August 2024

August '24 Stock Pick

Repeat after me, the economics of a business matter more than the short term blunders.

Aug 4, 2024 •

Michael Kandolin

July 2024

July Stock Pick '24

Trying to get better at paying up for quality

Jul 14, 2024 •

Michael Kandolin

June 2024

May 2024

May 2024 Stock Pick

A boring business who supplies a critical home component with an A+ balance sheet and a shareholder friendly playbook. If you want excitement, this…

May 5, 2024 •

Michael Kandolin

April 2024

April '24 Stock Pick

A solid margin of safety with asymmetric upside returns. Heads I win big, tails I don't lose much. I'm putting some chips in.

Apr 7, 2024 •

Michael Kandolin

March 2024

Builders FirstSource

Collected thoughts on the name I should have paid attention to long ago.

Mar 30, 2024 •

Michael Kandolin

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